What s New in NAV 2017? Presenter: Tom Jenkins
What s New? Dynamics 365
What s New? Enhanced Outlook Integration Embedded Power BI Client Enhancements Finance Improvements Item Attributes Other Item Improvements Simplified Jobs Cash Flow Improvements Payment Reconciliation Journal Notifications New Multiline Text Box Assisted Setups - A Number of Wizards e.g. CRM Integration NAV CRM Enhancement and Simplification Cortana Intelligence Reporting Data Setup E-Everything 2017 Microsoft Dynamics NAV 2017 Connector Questions?
Enhanced Office Integration Outlook Add-in - Contact Synchronisation Must have an email account managed either in Exchange or in Office 365 with Exchange Online. Background synchronization at scheduled times or manual sync. Use filters to synchronize only the Microsoft Dynamics NAV 2017 contacts that you want to see in Office 365 or Microsoft Outlook.
Create Quote within an E-mail Create and send documents to your business contacts directly from Microsoft Outlook. Invoice from a Microsoft Bookings Appointment. Enhanced Office Integration
Enhanced Office Integration Excel Add-in Changes to the data, including adding and deleting records, can be published to the Microsoft Dynamics NAV database.
E-mail Cover - Letter Templates Document Layouts per customer Specify the template to use for the e-mail body for a given use, for example, invoices Create e-mail based on template. Allows custom messages / edit in Outlook Enhanced Enhanced Office Office Integration Integration
Other Features Enhanced Office Integration Create a contact from an e-mail Add Calendar Appointments for Jobs Update a Job resource usage from a calendar entry
Embedded Power BI Ability to add any of your published Power BI reports in the NAV dashboard irrespective of the data source not just NAV Requires a Power BI account https://powerbi.microsoft.com (Free or Pro versions) and an Azure Active Directory Account The embedded report is interactive Updated daily on free version or hourly on paid versions or manually Power BI content pack is available for NAV
Client Enhancements
Finance Improvements Account categories and sub categories for improved reporting Hierarchical Setup New Finance Reports Ability to apply different saved report settings
Item Attributes You can define Item Attributes and their Values Additionally, you can add translations to the Attributes and their Values (and Item Descriptions)
Item Attributes Hierarchical Item Categories Attributes can be assigned to Item Categories from which the item will inherit the attributes or direct to items You can filter by attributes in the item lists or when adding to Sales or Purchase Documents
Sales Forecasts (using Cortana Intelligence) Item Approval Workflows Bricks Other Item Improvements
Simplified Jobs Updated Project Manager Role Centre New Job Setup Wizard My Jobs New Project Manager field Job Tasks on the Job Card Open status for jobs replaces Ordered Planning Line Type Schedule & Contract replaced with Budget & Billable Job quote report
Cash Flow Improvements Use the new wizard to complete the initial set up in just a few clicks, and extend your settings later, as required More data sources are supported, including jobs and tax data Liquid accounts, based on account category Use job queue to automatically update the Cash Flow Forecast Activate Cortana Intelligence for Cash Flow
Import Statements Match a payment reconciliation line to a bank ledger entry - Match on Document No. and External Document No. Filter to show non-applied lines on the payment reconciliation page Split line for partial applied entries - transfer the difference to the General Ledger account More statistics at the bottom of the page Post payment and reconcile the bank account or split the process to post the payment reconciliation and the bank reconciliation Payment Reconciliation Journal
Follow the in-application notification to help you use advanced functionality, even for untrained users Decide which notifications you want and specify the trigger conditions (filters) Can be used for prompts for filling in data Unobtrusive to improve productivity Notifications
New Multiline Text Box
Assisted Setups a.k.a. Wizards
Default Setup for the following areas: Default Setup
Simpler to use, new Sales & Relationship Management Role Centre which showcases the improved relationship management functionality Designed for Phone usage New Wizard to guide you through the setup of integrating with Dynamics CRM, which enables seamless coupling of Microsoft Dynamics 365 records with Microsoft Dynamics NAV 2017 records Automatic deployment of the Microsoft Dynamics NAV Integration Solution Coupling of Customer Price Groups in NAV with the Price List in Dynamics 365 allowing pricing in multiple currencies Item availability now available in CRM integration New Setup Wizard for E-mail Logging with Office 365 NAV CRM Enhancement and Simplification
Cortana can be used as a prediction tool for many areas of NAV Is used for Sales and Inventory Forecasts Time Series Library Generic API - which enables Microsoft Dynamics NAV developers to create their own functionality and bring machine learning to their solutions. Cortana Intelligence
Enables users to easily create insightful reporting data sets without requiring them to have in-depth SQL knowledge. Reporting Data Setup Existing list pages or queries may be used as a data source Enables users to choose the fields from the data source they want in the data set Enables users to place filters on the data that appears in the data set SQL knowledge is not required to create data sets The OData end points that are created using the tool enable Excel, PowerBI and other reporting tools, to connect to your Microsoft Dynamics NAV 2017 data. Creates the Odata URL for you to use: http://dynamics45.dc.co.uk:7048/dynam icsnav100/odata/company('cronus%2 0UK%20Ltd.')/Test_Dataset?$select=No, Name,Responsibility_Center,Location_Co de,phone_no,contact,balance_lcy,balan ce_due_lcy,sales_lcy&$filter=balance_ Due_LCY ne 0M
E-Everything 2017 Incoming Documents... OCR can now process lines... Requires a subscription to the Lexmark Invoice Capture service Setup Payment Services Insert hyperlinks to online payment services into your invoices Install the PayPal integration extension - creates links in invoices PayPal online payment
Use the Microsoft Dynamics NAV 2017 Connector to easily connect with your data Simply open Microsoft Excel, Power BI, PowerApps, or Microsoft Flow, select the connector, log in with your Microsoft Dynamics NAV 2017 credentials and get started. There is nothing to install or enable Use the connector to read data from your database or to write data back to your database Uses NAV permissions Microsoft Dynamics NAV 2017 Connector
The database engine behind the solution Deadlock detection Ability to see Database Locks in NAV Row Level Security - control access in a table based on user. Filter rows available to read, block updates of rows Dynamic Data Masking - limit sensitive data exposure by masking it to non-privilege users 2 node single DB failover - secondary replica same location or Azure - Synchronous or Asynchronous commit (AlwaysOn with 2 servers) - no extra licensing cost on this either SQL Server 2016
Questions? http://www.dynamics-consultants.co.uk/blog https://mbs.microsoft.com/customersource/uk Thank You